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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Roberts, Kevin
    Born in December 1968
    Individual (1 offspring)
    Officer
    icon of calendar 2022-02-18 ~ now
    OF - Director → CIF 0
    Mr Kevin Roberts
    Born in December 1968
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2022-02-18 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
Ceased 1
  • Roberts, Amanda Louise
    Director born in July 1974
    Individual
    Officer
    icon of calendar 2022-02-18 ~ 2022-09-20
    OF - Director → CIF 0
parent relation
Company in focus

ROBERTS WEALTH & FINANCIAL PLANNING LTD

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
73,595 GBP2025-02-28
80,095 GBP2024-02-29
Property, Plant & Equipment
2,702 GBP2025-02-28
1,500 GBP2024-02-29
Fixed Assets
76,297 GBP2025-02-28
81,595 GBP2024-02-29
Debtors
1,753 GBP2025-02-28
Cash at bank and in hand
16,250 GBP2025-02-28
12,064 GBP2024-02-29
Current Assets
18,003 GBP2025-02-28
12,064 GBP2024-02-29
Net Current Assets/Liabilities
-62,340 GBP2025-02-28
-73,276 GBP2024-02-29
Net Assets/Liabilities
13,957 GBP2025-02-28
8,319 GBP2024-02-29
Equity
Called up share capital
102 GBP2025-02-28
100 GBP2024-02-29
Retained earnings (accumulated losses)
13,855 GBP2025-02-28
8,219 GBP2024-02-29
Equity
13,957 GBP2025-02-28
8,319 GBP2024-02-29
Average Number of Employees
22024-03-01 ~ 2025-02-28
22023-03-01 ~ 2024-02-29
Property, Plant & Equipment - Depreciation Expense
6,918 GBP2024-03-01 ~ 2025-02-28
10,500 GBP2023-03-01 ~ 2024-02-29
Intangible Assets - Gross Cost
Other
100,000 GBP2025-02-28
Intangible Assets - Gross Cost
100,000 GBP2025-02-28
Intangible Assets - Accumulated Amortisation & Impairment
26,405 GBP2025-02-28
19,905 GBP2024-02-29
Intangible Assets - Increase From Amortisation Charge for Year
6,500 GBP2024-03-01 ~ 2025-02-28
Intangible Assets
Other
73,595 GBP2025-02-28
80,095 GBP2024-02-29
Property, Plant & Equipment - Gross Cost
Office equipment
4,120 GBP2025-02-28
2,500 GBP2024-02-29
Property, Plant & Equipment - Gross Cost
4,120 GBP2025-02-28
2,500 GBP2024-02-29
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Office equipment
1,418 GBP2025-02-28
1,000 GBP2024-02-29
Property, Plant & Equipment - Accumulated Depreciation & Impairment
1,418 GBP2025-02-28
1,000 GBP2024-02-29
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Office equipment
418 GBP2024-03-01 ~ 2025-02-28
Property, Plant & Equipment - Increase From Depreciation Charge for Year
418 GBP2024-03-01 ~ 2025-02-28
Property, Plant & Equipment
Office equipment
2,702 GBP2025-02-28
1,500 GBP2024-02-29
Prepayments
1,753 GBP2025-02-28
Debtors
Current
1,753 GBP2025-02-28
Total Borrowings
Current, Amounts falling due within one year
75,435 GBP2024-02-29
Taxation/Social Security Payable
129 GBP2024-02-29
Par Value of Share
Class 1 ordinary share
12024-03-01 ~ 2025-02-28
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2025-02-28
100 shares2024-02-29
Par Value of Share
Class 2 ordinary share
12024-03-01 ~ 2025-02-28
Number of Shares Issued (Fully Paid)
Class 2 ordinary share
1 shares2025-02-28
Par Value of Share
Class 3 ordinary share
12024-03-01 ~ 2025-02-28
Number of Shares Issued (Fully Paid)
Class 3 ordinary share
1 shares2025-02-28
Number of Shares Issued (Fully Paid)
102 shares2025-02-28
100 shares2024-02-29
Nominal value of allotted share capital
102 GBP2024-03-01 ~ 2025-02-28
100 GBP2023-03-01 ~ 2024-02-29
Bank Borrowings
Current
56,302 GBP2025-02-28
75,435 GBP2024-02-29
Related profiles found in government register
  • ROBERTS WEALTH & FINANCIAL PLANNING LTD
    Info
    Registered number 13924665
    icon of address43 Tyr Fran Avenue, Llanelli SA15 3LW
    PRIVATE LIMITED COMPANY incorporated on 2022-02-18 (3 years 10 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-17
    CIF 0
  • ROBERTS WEALTH & FINANCIAL PLANNING LTD
    S
    Registered number 13924665
    icon of address43, Tyr Fran Avenue, Llanelli, Wales, SA15 3LW
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • OPENWORKS PARTNERSHIP LLP - 2005-04-19
    icon of addressC/o Julie Clarke Auckland House, Lydiard Fields, Swindon, England
    Active Corporate (1545 parents, 1 offspring)
    Officer
    icon of calendar 2023-07-04 ~ now
    CIF 1 - LLP Member → ME

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.